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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,521 | $111,535-88.8% | $105,223-88.1% | $137,256-90.9% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 24.44% | 237.85%-213.4pp | 180.65%-156.2pp | 220.34%-195.9pp |
| Employer contribution / active EE | $2,201 | $3,939-44.1% | $3,689-40.3% | $4,156-47.0% |
| Participant deferral / active EE | $2,428 | $5,500-55.9% | $5,072-52.1% | $6,407-62.1% |
| Admin fee / account holder | $19 | $9,721-99.8% | $8,859-99.8% | $12,270-99.8% |